GenInnov Thoughts on Innovation

Beyond Traditional Thinking

Unlocking unique opportunities through unconventional analysis and portfolio construction

Featured Articles on Innovation

Is DRAM at a Permanently Higher Plateau?

Silicon Shock: The Macro of Tech Inflation

Scale vs Skill: Time to Re-learn Emergence

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Investing in the Maelstrom of Innovation: A Guide for the Cautious Yet Ambitious

January 24, 2024

The Robotics Revolution: Fuelled by LLMs

January 11, 2024

Hardware disruption: XaaS and cloud sector risks

January 4, 2024

An article by a GPT trained on my previous articles - a glimpse into the coming world of personal AI

January 1, 2024

2024 Innovation Theme: Consumer Hardware

December 30, 2023

Funsearch - the AI black swan

December 18, 2023

The fastest way to make a Billion!

December 13, 2023

MAMBA: A Neural Network Revolution Lurking in the Shadows?

December 11, 2023

GenAI's real blue ducks

December 10, 2023

AI's government race

December 5, 2023

AI Experts: A House Divided

December 4, 2023

Risks in innovation: through a book review

December 2, 2023

AI ≠ Tech, not just for tech hirers, but also investors

November 30, 2023

Beyond chatbots and copilots

November 29, 2023

Did LLMs figure out math?

November 26, 2023